See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $2,770 |
Service code 26 | Advisory (Participants) | $2,575 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,023 | $99,957-60.0% | $149,696-73.3% | $73,488-45.5% |
| Participation rate | 90.6% | 75.7%+14.9pp | 82.5%+8.2pp | 70.7%+20.0pp |
| Annual return | 17.75% | 53.87%-36.1pp | 276.60%-258.9pp | 28.51%-10.8pp |
| Employer contribution / active EE | $4,199 | $3,191+31.6% | $4,644-9.6% | $2,270+85.0% |
| Participant deferral / active EE | $4,831 | $6,073-20.4% | $6,842-29.4% | $3,740+29.2% |
| Admin fee / account holder | $197 | $551-64.3% | $9,309-97.9% | $513-61.7% |